Equities

What global growth, transitory inflation and consumer spending is signaling and which asset classes look favorable for the second half are analyzed.

Consultants discuss how the growing divergence in the equity market has affected portfolio allocations – and highlight sectors advisors may have missed.

An active manager’s role in portfolios today and how passive investing is the opposite of Harris Associates’ buy low, sell dear philosophy is explained.

CIO-US Equities at Harris Associates, Bill Nygren, shares his insight on value opportunities today, value’s recent outperformance, inflation, and the importance of a long-term investment horizon.

Through a pint of beer, take a look at how Loomis Sayles’ Growth Equity Strategies Team analyzes the beverage industry’s global value chain.

Portfolio Manager Jack Janasiewicz discusses recent repositioning taken in light of the global coronavirus pandemic and presents some more thoughts on near-term market dynamics.

Learn how option strategies can help manage the volatility of equities and create a smoother ride.

New dynamics, trade, inflation, risks, and opportunities in emerging markets are explored by WCM Portfolio Manager Mike Tian and Barron’s editor Reshma Kapadia.

Sustainability of economic and market growth as the US and world reopen and big infrastructure plans are discussed by Vaughan Nelson’s Chris Wallis.

Equity Analyst Adam Rich talks about how Vaughan Nelson Select takes a concentrated, active approach to equity opportunities.

When considering ETFs, know how premium/discount is calculated — and look at other factors

For PM Bill Nygren of Harris Associates, finding value in the post-pandemic world equates to a focus on trend acceleration worldwide.

Three portfolio managers from Vaughan Nelson Investment Management explain why and where international small caps are offering more opportunities today.

Portfolio Managers Mike Trigg and Jon Tringale believe post-pandemic markets offer emerging market investors significant opportunity – here’s why.

US Investment Analyst Joe Pittman explains why Harris Associates’ commitment to continuous learning is fundamental to successful investing in dynamic markets.

Portfolio Manager and Chief Investment Officer David Herro, CFA^® of Harris Associates provides his take on the post-pandemic investment landscape.

As the Covid-19 vaccination rollout continues, the latest round of federal fiscal aid focuses on maintaining consumer spending and mitigating unemployment.

From the growth vs. value divide to the profusion of unicorns and the struggle to find yield, financial professionals had their hands full in 2020.

While the question of how high bond yields may rise is important, equity market fundamentals continue to look strong for the near term.

A look at the improving Covid-19 outlook in the US and how risk appetite is likely to remain a key market variable in the near term.

Moments of irrational exuberance provide useful reminders that markets don’t always behave in ways consistent with traditional economic theory.

PM Mike Tian of WCM Investment Management discusses how some businesses are adapting to a changed business environment as a result of Covid-19.

Despite a vastly increased global money supply, enduring economic challenges related to the pandemic are likely to limit near-term inflation risk.

Macro specialist Esty Dwek and Seb Dance of Signum Global Advisors break down the market realities and political tensions of the Brexit trade agreement.

PM Jack Janasiewicz looks at the public sentiments and market dynamics of “meme stocks” and how they might affect investors and portfolios in the near term.

Steps taken to pursue sustainable alpha generation are explained by Loomis Sayles Growth Equity Strategies CEO and portfolio manager Aziz Hamzaogullari.

Diversification is important, but the depth of research and strong convictions behind more concentrated portfolios can benefit investors.

In a difficult year, financial advisors favored US growth stocks and high quality bonds in their model portfolios – but missed out on some top performing asset classes.

With growth opportunities harder to find in the pandemic economy, investors may want to consider the potential advantages of the mid-cap space.

The AIA Racial Equity investment approach uses direct indexing to focus on companies that promote diversity, equity and inclusion.

A new market optimism has followed Covid-19 vaccine news, but uncovering risks and opportunities in the new year may require some old fashioned diligence.

Global market dynamics are always changing –flexibility and risk-management are key to meeting the challenge

The Loomis Sayles global equity team speaks about how its approach to value creation is designed for all market conditions.

David Herro of Harris Associates discusses how the economic repercussions of Covid-19 are creating long-term growth prospects for value investors.

Uncovering the potential for manager risk in smart beta indexing approaches.

A look at US savings levels and why the market is unlikely to roll over anytime soon.

Excited talk of taxes and regulation may be distracting from a more market-friendly reality.

Five key reasons that help explain why the US economy and the US stock market often do not move in tandem.

Why panic selling during unsettling times may be one of the worst things long-term investors could do is analyzed over three decades.

Demographic, technological, environment, and governance transitions can present opportunities for investors focused on risk and sustainability.

Gauging the environmental and social impact of utility companies requires a look at how their energy source mix may impact their long-term sustainability.

The influence of new data privacy rules across the broader digital economy is likely to leave no business sector unaffected.

A look at the politics behind the US-China trade war, the prospects for a peace deal, and how the 2020 election could help shape US trade policy.

It’s time to challenge many of the biggest misconceptions about ESG and sustainable investing so that conversations can be more productive.

Incorporating sustainability analysis in an investment strategy may help uncover opportunities and avoid potential risks.

Perspectives on investing for a low carbon world and delivering competitive returns from a Mirova sustainable investments research analyst.

Active Share can help identify closet indexers by measuring how similar an active manager’s portfolio is to the benchmark.